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How do I complete a W-8BEN?

If you are a resident in the UK and the form is for an account held by a UK individual, the easiest way to submit or update a W-8BEN is through your online account:

  1. Log in to your account
  2. Select the 'Account settings' tab
  3. Select 'Share dealing and live prices' and follow the on-screen instructions

Alternatively, you will be taken through the process when you make your first US stock trade online.

If you are not a UK resident and/or the form is for an account that is not held by you individually, you will need to download a W-8BEN form from our website. Simply complete it in line with the step-by-step guide attached to the form, or, if you already have an account with us you may be able to download a partly completed form by logging in.

Once complete, sign and return your W-8BEN by post for free to Freepost HARGREAVES LANSDOWN.

Please note, we need to receive the signed original.

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